James Harris is a financial advisor with Allred Harris Wealth Management in Dallas, TX, holding a Series 66 designation and 21 years of industry experience. He previously worked at Raymond James & Associates, Inc. from 2013 to 2018 before joining Allred Capital Management, LLC in 2018. Outside of his advisory role, Harris is a business owner and partner in Funkys LLC, where he is involved in managing expenses and bill payments. Allred Harris Wealth Management provides portfolio management and financial planning services to individuals, trusts, foundations, endowments, and corporate entities. The firm delivers both discretionary and non-discretionary services, emphasizing client-specific financial profiles and investment plans, and employs a range of strategies including options trading and limited use of margin.

Trent Schlauch is a financial advisor at Sundial Capital Management, L.P. with 17 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2007 to 2008. Schlauch has a minority partnership interest in a family-owned real estate services business with no active duties. Sundial Capital Management serves accredited and qualified investors through a private pooled vehicle, offering discretionary portfolio management that includes asset allocation, security selection, and fund reporting. The firm uses a flexible, research-driven strategy incorporating long-term positions, short selling, derivatives, and event-driven trades within a defined risk framework.

Eric Meyer is a financial advisor at Greenfield Seitz Capital Management, LLC in Dallas, TX, holding Series 63 and Series 65 credentials with 19 years of industry experience. He has been with Greenfield Seitz Capital Management since 2009. Greenfield Seitz Capital Management provides discretionary portfolio management and investment supervisory services to individuals, pension and profit-sharing plans, and government entities, managing approximately $363 million in discretionary assets. The firm uses fundamental analysis and employs strategies including asset allocation, individual security selection, and advanced instruments such as short sales and options writing, with all management conducted in-house on a discretionary basis.

Christopher Leap is a CFP® with 30 years of industry experience and has been a principal at Leap Wealth Management since 2010. He holds a Series 63 license and is based in Dallas, TX. Outside of his advisory work, he serves on the board of the Bill Rompf Junior Tennis Foundation. Leap Wealth Management serves individual and high-net-worth clients as well as employer-sponsored retirement plans. The firm offers investment management through a wrap fee program, financial planning, retirement plan monitoring, and ERISA fiduciary services, employing a range of active strategies including derivatives, options, private equity, and digital asset investments.

Brian Nerney is a financial advisor at Sundial Capital Management, L.P. with 20 years of industry experience. He holds a Series 65 designation and has been involved with multiple businesses concurrently, including roles at Fenix Parts, Schwizer RSG, RFJ Auto Partners, and others. Sundial Capital Management serves accredited and qualified investors through a private pooled investment vehicle, employing a flexible, research-driven strategy that combines long-term positions with the use of derivatives, short selling, and event-driven trades within a defined risk framework.

Jordan Pence is a CFP® professional with nine years of industry experience, currently serving as an advisor at MHA Financial Corp. He has held roles at several firms, including Advisors Resource and BFC Planning. Outside of his advisory work, Pence is involved in managing fixed insurance products through ARC Insurance Agency and serves as managing partner overseeing operations at Wealth Concepts Inc, a fixed insurance business. MHA Financial Corp provides financial planning and portfolio management to individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, corporations, and small businesses. The firm employs a strategic asset allocation approach using a core-and-satellite framework, combining passive index/ETF exposures with active management, and offers both discretionary and non-discretionary investment services.

Douglas Hancock is a financial advisor at Pathway Wealth Management, LLC in Dallas, TX, holding a Series 65 designation with 10 years of industry experience. He has been with Pathway Wealth Management since 2016 and has operated as a self-employed advisor since 2008. Pathway Wealth Management provides discretionary investment advisory services to high net worth individuals and family entities, focusing on active equity management that combines fundamental and technical analysis to construct tax-aware portfolios. The firm uses a small advisory team structure with centralized responsibilities and conducts daily portfolio reviews when markets are open.

Rebecca Wynne is a financial advisor at Fireside Capital Advisors in Dallas, TX, holding a Series 65 credential with one year of industry experience. Her prior work includes roles at Salesforce and JPMorgan Chase, spanning over a decade in total. Outside of her advisory role, she is a partner in 6771, LLC, overseeing personal apartment rentals. Fireside Capital Advisors is a fee-only wealth management firm serving individuals, trusts, pension plans, and select institutional clients. The firm offers portfolio management and financial planning, building globally diversified portfolios with a range of investment strategies and no account minimum.

Logan Wakumoto is a financial advisor at McClure Capital Advisors, Inc. in Frisco, TX, holding a Series 65 designation with one year of industry experience. Prior to joining McClure Capital Advisors, he worked at State Farm and Automated Testing Solutions. McClure Capital Advisors provides investment management services to individuals and institutional clients, including pension and profit-sharing plans, trusts, and charitable organizations. The firm primarily manages portfolios by selecting and monitoring third-party subadvisors using ETF strategies, with discretionary management options available.

Joshua Womack is a financial advisor with Womack Financial LLC in Dallas, TX, holding a Series 65 designation and 16 years of industry experience. He has been with Womack Financial since 2009. Outside of his advisory role, he serves on the board of Pegasus Glass, LLC, a glass and mirror installation company. Womack Financial LLC provides discretionary portfolio management and retirement-plan consulting primarily to individual and high-net-worth clients, as well as institutional plan sponsors. The firm combines fundamental and quantitative analysis with a focus on long-term equity strategies and manages a private pooled vehicle investing in U.S. small-, micro-, and nano-cap equities.

Barbara Spicer is a financial advisor at Concorde Investment Management in Dallas, TX, holding a Series 65 designation with two years of industry experience. She has been with Concorde Investment Management since 2014. Concorde Investment Management provides investment advisory and financial planning services to individuals, trusts, estates, corporations, limited partnerships, and other private entities. The firm employs a value-and-income investment approach focused on fundamental analysis, managing separately managed accounts and serving as adviser to an in-house mutual fund while offering consulting related to private pooled investment vehicles.

Clinton Calhoun is a financial advisor at Potential Wealth Management LLC with nine years of industry experience. He holds a Series 65 designation and has been with Potential Wealth Management since 2016. In addition to his advisory role, Calhoun serves as general counsel for Potential Investments, Ltd. Co., where he handles tax planning, accounting, contracts, and operations oversight. Potential Wealth Management LLC is a discretionary investment manager specializing in equities and exchange-traded funds. The firm serves a diverse client base, including pooled and institutional accounts, corporations, trusts, high-net-worth, and individual clients, employing an active long/short equity strategy informed by fundamental, technical, quantitative, and sentiment analyses.

Sontwa Sinkala is a financial advisor at Lindus Advisors, Inc. with 21 years of industry experience. He holds a Series 65 designation and has been with Lindus Advisors since 2001. In addition to his advisory role, Dr. Sinkala serves as an Adjunct Professor at the University of Winnipeg, teaching business courses in the School of Business and Economics. Lindus Advisors serves individual, high-net-worth, business, and institutional clients, offering financial and business planning, as well as discretionary and non-discretionary investment management. The firm combines fundamental, technical, and cyclical analysis to create customized portfolios and engages in international development consulting for sovereign governments and agencies.

Brett Fry is a CFP® and CFA® with seven years of experience in the financial industry. He has worked at Forteris Wealth Management, Inc. since 2020, following roles at Kestra Financial, Inc. and BNY Mellon Wealth Management. Based in Dallas, TX, he holds Series 65 and Series 66 licenses. Forteris Wealth Management provides discretionary and non-discretionary portfolio management, financial planning, consulting, and pension consulting to individuals, trusts, estates, retirement plans, charitable organizations, and corporate entities. The firm manages approximately $219 million for about 175 clients, offering client-specific advisory services that include the use of derivatives for hedging and, occasionally, speculative purposes.

John Stetter is a financial advisor at Concorde Investment Management in Dallas, TX, holding Series 63 and Series 65 designations with 21 years of industry experience. He has been with Concorde Investment Management since 1994. Concorde Investment Management provides investment advisory and financial planning services primarily to individual clients, trusts, estates, corporations, limited partnerships, and other private entities. The firm employs a value-and-income investment approach focused on fundamental analysis, offering tailored asset allocations and managing both discretionary and non-discretionary accounts, including an in-house mutual fund and consulting services for private pooled investment vehicles.

Sean Kelleher is a CFP® professional with 21 years of experience in financial advising. He has worked at Riverchase Financial Planning, LLC since 2011 and was previously with Avantax Advisory Services from 2005 to 2010. He holds a Series 63 license and is based in Flower Mound, Texas. Riverchase Wealth Management serves individual and high-net-worth clients, trusts, estates, small businesses, and retirement plan sponsors with financial planning, discretionary investment management, retirement plan consulting, and tax-related services including tax preparation and IRS representation. The firm emphasizes written engagement agreements and investment policy statements, using a tax-conscious approach that includes asset allocation and ongoing portfolio monitoring.

Thomas Morgan is a financial advisor with Corps Capital Advisors, LLC in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. Outside finance, he is involved in defense and national security as a partner at Integrity Partners and serves on the board of Ben AI, a publicly traded business-to-business AI technology company. Corps Capital Advisors serves primarily high-net-worth and accredited investors with discretionary and non-discretionary investment management, financial consulting, and advisory services. The firm focuses on customized portfolio construction with a long-term orientation, sponsors proprietary pooled funds, and manages approximately $147.8 million for about 20 clients.

William Hays Jr. is a CFA® charterholder with 12 years of industry experience. He currently serves as an advisor at Symphony One Capital Management, LLC since 2023, following prior roles at RiverFront Investment Group from 2015 to 2023. Outside of his advisory work, he is involved as an owner in local real estate investment companies. Symphony One Capital Management, LLC provides quantitative-driven portfolio management to individuals, high-net-worth clients, institutions, and financial advisors, combining private fund advisory services with model delivery and separately managed accounts focused on short-term mispricings and performance-linked compensation structures.

Benjamin Jones is a CFP® with 18 years of industry experience, currently serving as an advisor at Wave Wealth Management, LLC in Frisco, TX. He has been with Wave Wealth Management since 2016 and began working with WRM Strategies in 2025. He is also a licensed insurance agent and owns WRM Strategies LLC, a passthrough entity for insurance commissions. Wave Wealth Management provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm employs a primarily long-term investment approach grounded in fundamental analysis, supplemented by technical and cyclical methods, and offers additional services such as tax preparation, bookkeeping, and securities-backed lending.

Nicholas Deery is a financial advisor at Promus Advisors in Dallas, TX, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Stilly's Daq Shack LLC and Trademark Carwash LLC. Promus Advisors provides comprehensive investment management and financial planning primarily to high-net-worth individuals, families, trusts, estates, retirement plans, endowments, foundations, and businesses. The firm employs a value-oriented, bottom-up investment process that incorporates core equity and fixed income holdings alongside alternative strategies and routinely uses third-party managers.